Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.4B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,554
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$48.6M
3
+$32M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.5M
5
BND icon
Vanguard Total Bond Market
BND
+$25.8M

Top Sells

1
+$28.2M
2
+$26.4M
3
+$20.7M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$20.1M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$18.2M

Sector Composition

1 Technology 11.67%
2 Financials 4.81%
3 Consumer Discretionary 3.88%
4 Healthcare 3.32%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4.67M 0.02%
365,892
+17,787
827
$4.65M 0.02%
189,335
-38,424
828
$4.65M 0.02%
26,356
+12,723
829
$4.65M 0.02%
36,934
+292
830
$4.64M 0.02%
140,107
+7,426
831
$4.64M 0.02%
101,517
+10,004
832
$4.64M 0.02%
30,333
+7,769
833
$4.62M 0.02%
395,861
-448,155
834
$4.62M 0.02%
18,230
-101
835
$4.62M 0.02%
158,939
+74,475
836
$4.62M 0.02%
178,935
+7,818
837
$4.62M 0.02%
60,709
-2,741
838
$4.61M 0.02%
39,342
+6,423
839
$4.61M 0.02%
70,010
+3,988
840
$4.6M 0.02%
117,302
+1,027
841
$4.6M 0.02%
40,167
+131
842
$4.59M 0.02%
63,932
+2,851
843
$4.59M 0.02%
81,143
-109,253
844
$4.59M 0.02%
41,015
+25,737
845
$4.59M 0.02%
122,914
-14,133
846
$4.58M 0.02%
36,699
+5,337
847
$4.56M 0.02%
59,118
-40,123
848
$4.55M 0.02%
101,558
-2,826
849
$4.55M 0.02%
56,882
-3,452
850
$4.53M 0.02%
41,025
-21,728
32 33
34
35 36